Stifel Financial

Stifel Financial Portfolio holdings

AUM $110B
1-Year Est. Return 17.46%
This Quarter Est. Return
1 Year Est. Return
+17.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$96B
AUM Growth
+$648M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,523
New
Increased
Reduced
Closed

Top Buys

1
+$400M
2
+$139M
3
+$59M
4
GPC icon
Genuine Parts
GPC
+$52M
5
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$45.3M

Top Sells

1
+$185M
2
+$133M
3
+$79.2M
4
WMT icon
Walmart
WMT
+$78.9M
5
HSIC icon
Henry Schein
HSIC
+$76M

Sector Composition

1 Technology 20.14%
2 Industrials 9.95%
3 Financials 9.37%
4 Healthcare 8.44%
5 Consumer Staples 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1201
$5.07M 0.01%
295,080
+56,306
1202
$5.07M 0.01%
127,170
-22,095
1203
$5.07M 0.01%
47,050
+11,011
1204
$5M 0.01%
203,411
+5,385
1205
$4.99M 0.01%
70,614
+3,753
1206
$4.99M 0.01%
281,872
+31,870
1207
$4.98M 0.01%
197,392
-49,599
1208
$4.97M 0.01%
45,592
-2,189
1209
$4.96M 0.01%
180,335
+50,615
1210
$4.93M 0.01%
95,707
+365
1211
$4.93M 0.01%
73,257
+449
1212
$4.92M 0.01%
37,181
-7,820
1213
$4.92M 0.01%
78,739
-5,983
1214
$4.92M 0.01%
400,927
+4,135
1215
$4.9M 0.01%
196,837
+84,254
1216
$4.85M 0.01%
29,252
+10,033
1217
$4.84M 0.01%
109,613
+5,442
1218
$4.83M 0.01%
199,031
-4,451
1219
$4.81M 0.01%
110,493
+34,448
1220
$4.81M 0.01%
98,877
+4,369
1221
$4.8M 0.01%
67,380
-1,377
1222
$4.78M 0.01%
73,391
+2,595
1223
$4.78M 0.01%
100,189
+2,179
1224
$4.77M 0.01%
489,476
+30,305
1225
$4.77M 0.01%
102,492
-5,143
47 48
49
50 51